Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WR WEALTH PLANNERS LLC | 08-01-2024 | 09-30-2023 | 917 | 262,578,836 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | ETF | 351 | $23,065 | 299 | 0.00 | 0.00 | -46 | -13.33 | 06-30-2024 |
| COHERENT CORP COM | Stock | 352 | $76,011 | 1,049 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | ETF | 353 | $17,989 | 185 | 0.00 | 0.00 | -222 | -54.55 | 06-30-2024 |
| DROPBOX INC CL A | Stock | 354 | $315 | 14 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
